At 64, with $1.1 million in a Traditional IRA, tax-deferred cash flow is the point. With the 10-year Treasury at 4.50% and the 30-year at 4.94%, dividend yields have to earn their seat. The…
I keep hitting the buy button on Adobe (NASDAQ:ADBE | ADBE Price Prediction) because the market has handed me a chance to own a global software franchise at a multiple normally reserved for a…
I keep buying ASML (NASDAQ:ASML | ASML Price Prediction), and every time Wall Street has a fresh panic attack about 4.2% inflation, I find another reason to hit the button again. The macro crowd…
Mastercard (NYSE:MA | MA Price Prediction) is a stock worth owning for decades because it sits inside a global payments duopoly that takes a small, recurring toll on a rising tide of digital transactions…
Hormel Foods has been in a slow-motion bear hug. The stock sits 22.8% below its 52-week high, and the trailing GAAP payout ratio looks ugly after a $234 million non-cash impairment and a $61…
Oracle has been my focus this month, and the recent selloff has only sharpened that focus. The stock has dropped 29.45% since June 1, the financial press is hyperventilating about cash burn, and my…
Everyone is still arguing about Novo Nordisk (NYSE:NVO | NVO Price Prediction), the Danish obesity juggernaut whose GLP-1 franchise turned Wegovy and Ozempic into household names and dragged the entire pharma sector into a…
Amazon (NASDAQ:AMZN | AMZN Price Prediction) is a stock worth owning for the next two decades because three high-margin engines, AWS, advertising, and Prime subscriptions, now compound on top of a retail base that…
Super Micro Computer (NASDAQ:SMCI | SMCI Price Prediction) is back in the headlines after announcing a $7 billion equity and debt raise meant to fund a flood of AI server orders, and the retail…
I keep hitting the buy button on Grab (NASDAQ:GRAB | GRAB Price Prediction) and I am not done. While Wall Street obsesses over June tech prices and broader indices wobble on inflation worries, I…
The Fed’s pivot toward a rate-hike bias changes the math for a 67-year-old with $1.5 million in a 401k. Bond reinvestment risk just got more interesting, but equity duration got more dangerous. My answer…
Oracle (NYSE:ORCL | ORCL Price Prediction) at $175 looks compelling on the data. The stock has been pulled into the broader software compression trade even as its Q4 report revealed a $638 billion AI…
Every retail trader on Reddit, X, and CNBC is fixated on SpaceX (NASDAQ:SPCX | SPCX Price Prediction), the long-awaited Musk rocket IPO that prediction markets already value at roughly $1.17 trillion before the first…
At $194.90, Adobe (NASDAQ:ADBE | ADBE Price Prediction) trades at a valuation that screens as compelling. The panic selling that erased roughly half the stock’s value over the past year has handed long-term investors…
Uber Technologies (NYSE:UBER | UBER Price Prediction) at $70.91 sits in a holding pattern. The stock absorbed a sharp leg lower on the same day it unveiled a Zurich robotaxi launch with WeRide and…
If Mid-America Apartment Communities (NYSE:MAA) lives up to its billing as a retiree’s hedge against a hawkish Fed, the dividend has to be the load-bearing wall. With the 10-year Treasury at 4.49% and the…
Bloom Energy (NYSE:BE) at $345.85 looks priced for perfection. The fuel cell maker has become the market’s favorite proxy for the AI data center power crunch, and that narrative has stretched valuation past the…
Everyone is still piling into Palantir Technologies (NASDAQ:PLTR | PLTR Price Prediction) after another blowout earnings report, with U.S. commercial revenue exploding 133% year over year and CEO Alex Karp bragging about a Rule…
I keep buying NVIDIA, and the recent pullback handed me another reason to do it again. The story behind that buy button is simple. NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) sells the machinery that…
I keep clicking buy on Broadcom (NASDAQ:AVGO | AVGO Price Prediction) because the math is too good to walk away from, even with a $39 trillion national debt clock ticking and new Fed Chairman…
